Financial Planner

JR United Kingdom; Slough; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading Wealth Management company in the UK seeks a Financial Planner to join their Leeds team. The role offers a highly competitive salary with OTE exceeding £100k, comprehensive client leads, and full support for professional development. Ideal candidates will have over three years of advisory experience and a strong track record with high net worth clients, along with a pathway to achieve Chartered status.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Support with professional development

Clear routes to progress internally

Qualifications

• 3+ years of advice experience in Wealth Management.
• Track record advising High Net Worth clients.
• Enroute to Chartered qualification is a plus.

Responsibilities

• Provide financial planning and advice to HNW clients.
• Support business development efforts to expand the client base.
• Receive full paraplanning and administrative support.

Skills

Client relationship management

Financial advisory

Business development

Education

Chartered qualification (in progress)

Job description

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Recruit UK has an exciting opportunity with a highly respected Wealth Management company looking for a Financial Planner to join their team in Leeds.

Drawing on their impressive history, this company has embraced a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market.

They will provide you with HNW client leads and will support you with business development to help you expand your client base. You will also receive full paraplanning and administrative support.

What’s in it for you?

• Highly Competitive Salary OTE £100k+
• Excellent benefits – Enhanced Pension, PMI, Protection
• Full Paraplanning and Administration support
• Support with professional development
• Clear routes to progress internally

What they are looking for:

• 3+ years of advice experience
• Enroute to Chartered
• Track record advising HNW clients

Get in touch or apply online to find out more!